QUOTATION
Tell a customer the price before you do the work, and send it as a PDF.
About this page
Written by AI (Claude, Anthropic). An AI checked it against the sources below on 13 September 2026. No person has checked it yet. Rules change: check the official source before you act. Not legal, tax or financial advice.
AI-checked An AI compared the facts on this page with the sources. An AI can miss mistakes.
Note
An AI checked the legal rules for what this document must show on 13 September 2026.
Fill in the form and check the preview. Then save it as a PDF and send the customer the PDF.
What you type is saved on this device only. Nothing is sent anywhere.
To print, use your browser’s Print command. Without JavaScript, what you type is not saved.
Warning
What you type cannot be saved on this device. Print or save as PDF before you close the page.
Page preview
QUOTATION
| |
Trading as a name of (Pty) Ltd, Reg. No.
| Quote number | |
|---|---|
| Date | |
| Valid until |
To
What I will do
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| 1 | R 0.00 | R 0.00 | |
| 1 | R 0.00 | R 0.00 | |
| 1 | R 0.00 | R 0.00 | |
| TOTAL | R 0.00 | ||
What is included
What is NOT included
Timing
Work starts and takes approximately once the deposit is received.
Payment
Deposit of % before work starts. Balance due .
This quote is valid for days. Prices may change after that date.
Accepting this quote means you accept my terms and conditions, attached or available at .
Acceptance
Accepted by: (blank line to fill in)
Name (print): (blank line to fill in)
Date: (blank line to fill in)
Required items
This only checks that each item has something in it. It does not check that the document is correct or complete.
1 of 20 required items present
- Business name
- Your name
- Phone number
- Email address
- Physical address
- Quote number
- Date
- Valid until
- Customer name
- Customer address
- Customer phone / email
- What I will do
- What is included
- What is NOT included
- Work starts … and takes approximately [how long] once the deposit is received.
- Work starts [when] and takes approximately … once the deposit is received.
- Deposit of …% before work starts.
- Balance due ….
- This quote is valid for … days.
- Accepting this quote means you accept my terms and conditions, attached or available at ….
In the print window, choose Save as PDF to keep a copy.
Keeps your business and bank details and uses the next number.
Three rules that save you money
Note
Put a validity date on every quote. Material prices move.
Write down what is not included. This is the section that prevents arguments.
Get a deposit before you buy materials. A signed quote plus a deposit is a contract.
Sources for this page
1 source
-
Acts and regulations
- Companies Act 71 of 2008 Company registration, directors, annual returns, beneficial ownership